The method
Paste this prompt into your LLM. Provide background on the business problem and data access. Refine based on the initial output. Ideal for scoping a new dashboard project or improving an existing one. Use on ChatGPT, Gemini, or Claude.
The prompts
Prompt 1
I need to create a BI dashboard to track sales performance. The data comes from our CRM (Salesforce) and our ERP (NetSuite). We want to see trends in revenue, customer acquisition cost, and customer lifetime value. Who is the target audience of this dashboard? What are their key performance indicators (KPIs)? What specific metrics should be included in the dashboard? How frequently should the data be updated? What visualizations would be most effective for presenting this information? What filters or drill-down capabilities are needed? What is the desired look and feel of the dashboard? What are the data governance requirements?
Prompt 2
We are launching a new marketing campaign and need a dashboard to monitor its effectiveness. The data is available in Google Analytics and our marketing automation platform (Marketo). We want to track website traffic, lead generation, conversion rates, and return on ad spend (ROAS). What are the specific goals of this marketing campaign? What are the key performance indicators (KPIs) to measure its success? What data sources will be used to track these KPIs? What specific metrics should be included in the dashboard? How frequently should the data be updated? What visualizations would be most effective for presenting this information? What filters or segmentation are needed? How will the dashboard be used to make decisions and optimize the campaign in real-time?